John Funk is a financial advisor with Quest Investment Portfolio Management, Limited in Roswell, NM. He holds a Series 65 credential and has 23 years of industry experience. He has been with Quest since 1995. Quest provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm utilizes a team-oriented approach focused on no-load mutual funds and ETFs, monitoring accounts regularly while maintaining large- and mid-cap equity exposure alongside fixed income.

Peter Mccleskey is a financial advisor with Quest Investment Portfolio Management, Limited. He holds a Series 65 designation and has been in the industry since 2026. Prior to his current role, he spent 13 years at KHA Accountants. Quest provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm primarily uses no-load mutual funds and ETFs within a team-oriented investment approach and offers regular monitoring of client accounts.

Penny Kelley is a financial advisor with NFSG Corporation in Roswell, NM, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has worked at Newbridge Securities Corporation since 2019 and LPL Financial from 2012 to 2019. Outside of finance, she is the owner and president of Roswell Osteopathic Medical Corp., a medical clinic, and also owns Kelley Pharmacy, which delivers pharmaceutical products to the public. NFSG Corporation provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, technical, and cyclical analysis and utilizing both long- and short-term strategies.

Charles Murphy II is a financial advisor at Moors & Cabot, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2016, following a long tenure at Merrill. Outside of his advisory work, he operates a part-time sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot provides investment advisory services to individual and high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, along with fee-based financial planning and consulting.

Steven Du Charme is a CFP® professional with four years of industry experience, currently affiliated with PFG Advisors in Roswell, NM. His prior experience includes roles at United Planners, OSAIC, Securities America, and Equitable Advisors. Outside of his advisory work, he serves as Treasurer for the Republican Party of Chaves County. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Damon Graham is a financial advisor with Eagle Strategies (NY Life) based in Roswell, NM. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked with New York Life Insurance Company and its affiliated entities since 2010. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tammie De Los Santos is a Series 66 licensed financial advisor with Edward Jones, based in Roswell, NM. She has two years of industry experience, including one year in her current role and six years previously at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, supported by a large network of financial advisors and branch offices nationwide.

Erica Robey is a financial advisor at Merrill with a Series 66 designation and three years of experience at the firm. Prior to joining Merrill in 2023, she worked with the Roswell Homeless Coalition for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Christopher Stokes is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, Mr. Stokes has a 50% ownership interest in Stokes Wealth Management Group, LLC, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, integrating advisory services with other financial products and referral channels.

Brian Taylor is a financial advisor with Mass Mutual Investors Services in Roswell, NM, holding a Series 66 designation and 22 years of industry experience. His career includes ten years at METLIFE Securities Inc and ongoing roles with MassMutual entities since 2016. Outside of advising, he serves as president of Immanuel Lutheran Church in Roswell. MassMutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual relationships using firm-approved tools to analyze client goals and provides event-driven planning services, including divorce and estate settlement programs.

Steve Harris is a financial advisor with Edward Jones in Roswell, NM, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the Chaves County Government from 2008 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and services under a fiduciary standard.

Victoria Harman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial priorities by offering consultative wealth management services tailored to individual goals and circumstances. Victoria specializes in areas including education planning, family wealth management strategies, retirement income, tax minimization, socially responsible investing, and services for endowments, foundations, and non-profits. Victoria earned her Bachelor of Science degree in Food Science from Texas Tech University. She holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Prior to her financial career, she spent seven years as a Territory Manager with US Foods. She is active in the Roswell community through her involvement with Altrusa International of Roswell, NM. In her personal time, Victoria enjoys boating, cooking, fishing, gardening, golfing, reading, skiing, and traveling.

James Mc Clelland is a financial advisor at Edward Jones in Roswell, NM, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he co-owns a cattle ranching operation and serves as president of an oil and gas investment company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Tammy Jolliff is a financial advisor with Edward Jones in Roswell, NM, holding a Series 66 designation and seven years at Edward Jones following 22 years at H&R Block. Her experience spans over two decades in the financial services industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Priscilla Archuleta is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 8 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. She is based in Roswell, NM. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing discrete planning engagements that clients may choose to implement through various brokerage or advisory programs.

Anjali Suri is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has worked with Cetera Wealth Services, LLC since 2013 and operates her own financial services business under Surifinancialadvisors.com. Outside her advisory work, Suri serves as a director for Altrusa International of Roswell, NM, a local charitable service organization, and as a board member for Lighthouse Foster and Adoption Support. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors nationwide. The firm serves individuals, retirement plans, corporate and charitable clients, and institutions with a variety of portfolio management and advisory services through a multi-manager platform.

Jesse Brownfield is a financial advisor with Edward Jones in Roswell, NM, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior work includes five years at Merrill Lynch/Bank of America and an earlier 17-year tenure at Edward Jones. Outside of his advisory work, he and his wife manage cattle ranching activities on their family ranch in Roswell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Ingrid Gonzales Wieser is a financial advisor with Edward Jones in Roswell, NM, holding a Series 66 designation and 10 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Bank of America and Merrill Lynch. Wieser has also been involved in local civic organizations, including the Roswell Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including trust and securities-based lending.

Adolfo Esquivez Gomez is a financial advisor with Wells Fargo Clearing in Roswell, NM, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory work, he is involved with several business ventures, including D&A Meadows LLC, Area 369 LLC, and Esquivez Property Brothers LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mark Beeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience that dates back to the start of his financial career in 2008. Prior to transitioning to finance, he spent 12 years as an educator in the Roswell area. He is a lifelong resident of New Mexico, having grown up in Carlsbad, and holds a Bachelor of Science in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. Mark specializes in working with clients to identify their primary financial goals, including education funding, tax minimization strategies, and retirement planning. He focuses on developing tailored strategies aimed at building, managing, and preserving wealth for clients now and for future generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. and also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark enjoys spending time outdoors and partakes in activities such as boating, golfing, hiking, running, and skiing. He and his wife, Kate, have two children, Bailey and Cameron, and enjoy traveling.

Wesley Belding is a CFP®-certified financial advisor with Edward Jones in Roswell, NM, and has 10 years of industry experience, all with Edward Jones since 2016. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, operating under a fiduciary standard.